SwitchPoint Financial Planning LLC Boosts Stake in Dimensional Short-Duration Fixed Income ETF $DFSD

SwitchPoint Financial Planning LLC grew its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 26.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 112,064 shares of the company’s stock after acquiring an additional 23,576 shares during the period. Dimensional Short-Duration Fixed Income ETF comprises about 3.6% of SwitchPoint Financial Planning LLC’s investment portfolio, making the stock its 5th biggest position. SwitchPoint Financial Planning LLC owned about 0.08% of Dimensional Short-Duration Fixed Income ETF worth $5,366,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in DFSD. Index Fund Advisors Inc. boosted its stake in Dimensional Short-Duration Fixed Income ETF by 72.3% in the 4th quarter. Index Fund Advisors Inc. now owns 65,713 shares of the company’s stock worth $3,151,000 after purchasing an additional 27,565 shares during the period. Signature Resources Capital Management LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 11.1% during the fourth quarter. Signature Resources Capital Management LLC now owns 681,517 shares of the company’s stock valued at $32,679,000 after buying an additional 68,016 shares during the last quarter. Sowell Financial Services LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 22.3% during the fourth quarter. Sowell Financial Services LLC now owns 71,678 shares of the company’s stock valued at $3,437,000 after buying an additional 13,079 shares during the last quarter. Wheelhouse Advisory Group LLC raised its position in shares of Dimensional Short-Duration Fixed Income ETF by 42.0% during the fourth quarter. Wheelhouse Advisory Group LLC now owns 461,742 shares of the company’s stock valued at $22,173,000 after buying an additional 136,492 shares during the last quarter. Finally, BOS Asset Management LLC lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 33.5% in the fourth quarter. BOS Asset Management LLC now owns 81,903 shares of the company’s stock worth $3,927,000 after buying an additional 20,531 shares in the last quarter.

Dimensional Short-Duration Fixed Income ETF Price Performance

DFSD stock opened at $47.65 on Thursday. The company’s fifty day moving average price is $47.81 and its 200-day moving average price is $47.98. Dimensional Short-Duration Fixed Income ETF has a one year low of $47.50 and a one year high of $48.51.

About Dimensional Short-Duration Fixed Income ETF

The Dimensional Short-Duration Fixed Income ETF (DFSD) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed ETF that provides broad exposure to investment-grade debt securities with short duration. DFSD was launched on Nov 15, 2021 and is managed by Dimensional.